Seacoast Investment Services
CFP®1, WEALTH ADVISOR GROUP DIRECTOR, MARKET LEADER
SENIOR VICE PRESIDENT
Celeste offers clients over 25 years of comprehensive wealth management experience with a team approach that brings together specialists in financial planning, portfolio management, credit, and wealth transfer strategies. Prior to joining Seacoast Bank, Celeste served as Senior Managing Director of Private Wealth Management at SunTrust Bank, and was a Group Director for BB&T’s Wealth Management Division overseeing the states of Florida and Texas.
Celeste is a graduate of the State University of New York at Buffalo, is a CERTIFIED FINANCIAL PLANNER™1 practitioner, and a Level II candidate in the CFA program. She resides in the Tampa area, and has served on various boards including the Orlando Museum of Art.
1. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Seacoast Bank and Seacoast Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Seacoast Investment Services, and may also be employees of Seacoast Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Seacoast Bank or Seacoast Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit